Sales & Marketing Collateral Manager

Use Storydoc's sales and marketing collateral management software to easily transform your business content from static to interactive, personalized, fully trackable decks that convert.

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Trusted by 2,500+ companies to create sales and marketing collateral

Workday
iHeartMedia
Meta
Nice
American Cancer Society
Xerox

Why choose Storydoc as your sales and marketing CMS

Speed: Eliminate 90% of the manual work

Create interactive one-pagers, brochures, product sheets, and more in under 5 minutes. Our AI pulls from your CRM, brand assets, and existing content - so you can go from idea to publish without waiting on design.

Results: Outperform static PDFs

Traditional sales and marketing materials get ignored. Storydoc decks drive real engagement, with built-in analytics showing who’s reading, what they’re clicking, and where interest drops off - so you know when to follow up.

Scale: Create personalized decks in bulk

Generate tailored collateral for every ICP, industry, or campaign. Auto-fill with CRM data, add interactive ROI calculators or signup forms, and launch content that feels one-on-one - without creating it from scratch.

Collaboration: Work together, smarter

No more outdated decks or off-brand PDFs floating around. Share a single source of truth across teams, lock branding, manage permissions, and ensure every piece of content is always ready to send.

Sales and marketing collateral that moves the needle

+70%

Increase in new customers

x2

More demos booked

+30%

Faster closing time

x10

Faster deck creation

Want to see for yourself?

Full-stack AI collateral management platform

Everything you need to create, manage, and scale high-impact assets.

AI-powered content creation

  • Generate entire pitch decks, proposals, one-pagers, and brochures from a simple prompt
  • Pull in content from your CRM, website, or brand assets to auto-fill your slides
  • Turn static docs or PDFs into engaging, on-brand interactive sales and marketing collateral
  • Get tailored design and content suggestions with built-in AI assistant
  • Skip the formatting - your content adapts beautifully to every device

Personalization & automation at scale

  • Try native CRM integrations with Salesforce, HubSpot, Pipedrive, and more
  • Use your CRM data to auto-populate decks with information like name, industry, and past interactions
  • Batch-generate tailored collateral for outbound campaigns in minutes
  • Keep messaging personal without losing brand consistency

Interactive experiences that convert

  • Add product videos, case studies, testimonials, and calculators
  • Use tabs, buttons, and scroll-based animations to guide the narrative
  • Embed calendars, forms, or payment modules directly inside the deck
  • Every deck is optimized for mobile - no more pinching, zooming, or broken layouts
  • Let your content do the selling, even when you're not in the room

Real-time insights & analytics

  • See open rates, scroll depth, and time spent per section
  • Track internal shares and identify multi-stakeholder interest
  • Spot drop-off points and A/B test new variations of your collateral
  • Get smart follow-up alerts based on recipient behavior
  • Know which sections are resonating with people - and when to follow up

Enterprise-ready collaboration tools

  • Collaborate in real time with team templates and shared libraries
  • Lock brand styles and reuse pre-approved slides and layouts
  • Set user roles and permissions to control who edits what
  • Keep all your sales and marketing assets in one place
  • Protect sensitive content with SSO, custom DPA, and access restrictions

They ditched PDFs - and watched the numbers climb

“With our most recent Storydocs, we're like, ‘Oh my goodness, It brought it to life like we do when we present it, but without the person even being there!’”

Frances Dalton
Frances Dalton
Marketing Manager, UK

"We brought the 5 largest opportunities in the past 24 months after adding Storydocs to our email outbound campaigns."

Dave Price
Dave Price
Sales and marketing manager, Wolfe Inc.

"I was able to initiate more new conversations with prospects, and Storydoc enabled conversations to move forward with less friction.”

Peter Mueller
Peter Mueller
VP SALES, US

“We generate thousands of brochures at scale thanks to the Salesforce integration within Storydoc, directly improving our most important KPIs."

Taylor Burke
Taylor Burke
VP of Growth Marketing and Marketing Operations

"Storydoc does an amazing job painting a full picture of what we do and how we work so that a second demo is usually not needed."

Addison Bolin
Addison Bolin
CEO

"Since we switched to Storydocs, our sales metrics have improved. We're getting a CTA conversion rate of 10%, the completion rate of 60%, and have over half of the decks shared within the client organization."

Tomer Magal
Tomer Magal
VP Sales

Examples of interactive decks made by the Storydoc studio

How our AI collateral manager works

Step 1. Connect your tool stack

Sync your CRM, upload sales and marketing docs, or drop in your website URL. Our AI pulls the most important data and uses it to create your collateral.

Step 2. Generate your collateral with AI

Choose from 100+ high-performing sales and marketing templates - or just tell the AI assistant what you need, and it'll generate the full deck for you in just a few minutes.

Step 3. Customize & publish

Adjust your messaging and add interactive elements. Personalize content, set up tracking, embed your calendar - and send a live link or share it on your site.

Step 4. Track, optimize & close

See who’s engaging, what they click, and where they drop off. Use real-time insights to improve your collateral and double down on what drives results.

Step 1. Connect your tool stack

Sync your CRM, upload sales and marketing docs, or drop in your website URL. Our AI pulls the most important data and uses it to create your collateral.

Step 2. Generate your collateral with AI

Choose from 100+ high-performing sales and marketing templates - or just tell the AI assistant what you need, and it'll generate the full deck for you in just a few minutes.

Step 3. Customize & publish

Adjust your messaging and add interactive elements. Personalize content, set up tracking, embed your calendar - and send a live link or share it on your site.

Step 4. Track, optimize & close

See who’s engaging, what they click, and where they drop off. Use real-time insights to improve your collateral and double down on what drives results.

 

 

 

 

Professional sales and marketing templates that engage and convert 

Built from the analysis of thousands of real decks, our high-performing templates show you what works - so you can skip the guesswork and start winning faster.

 

No templates found
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A sales & marketing CMS you can trust

4.8 out of 5 stars
Web Accessibility
GDPR Compliant
Secure SSO

FAQ

Everything you need to know about Storydoc

Is Storydoc a free collateral management software?

Storydoc offers a 14-day free trial - no credit card needed. You’ll get full access to everything included in our Starter plan, so you can create, personalize, and share your sales and marketing collateral right away. If you need more advanced features, you can upgrade anytime. And anything you create during the trial is yours to keep, free of charge. For details on our paid plans, please visit our Pricing page.

How does AI collateral generation actually work?

With the Storydoc AI collateral manager, creating your sales and marketing assets is simple and flexible. You have a few different ways to get started:

  • Choose from one of our proven presentation templates - built using insights from over 100,000 presentation sessions - and tell our AI assistant a bit about your company, industry, and what kind of presentation you need.

  • If you prefer starting from scratch, just write a prompt, and our AI assistant will generate a complete deck for you.

  • If you already have content, you can provide your website URL or upload existing documents - our AI assistant will use them to build a tailored deck for you in minutes.

  • Once your draft is ready, you can use the AI assistant to fine-tune specific slides - rewrite text, shorten sections, adjust tone, or generate visuals. Edits are slide-specific, so you’re always in control of what gets changed and how.

What integrations does Storydoc offer?

Storydoc integrates with a wide range of tools across sales, marketing, and enablement to help you create, personalize, and track your collateral more effectively.

We support CRMs like Salesforce and HubSpot, sales tools like Outreach and Salesloft, marketing platforms like Marketo and Intercom, and calendar, video, chat, and data visualization tools like Calendly, Loom, and Tableau.

You can also automate collateral creation at scale using our API and Zapier.

For the full list of integrations, visit our Integrations page.

How does interactive collateral improve close rates?

Interactive collateral consistently outperforms static formats like PDFs and slide decks when it comes to engagement and conversion. Based on Storydoc data from over 100,000 sessions:

  • Interactive decks lead to 21% longer reading times

  • They’re 41% more likely to be read in full

  • Interactive presentations are 2.3× more likely to be shared internally, increasing visibility among decision-makers

  • These decks can also help shorten deal cycles by up to 30%, by streamlining the next steps

  • When our clients switched from slides to using Storydoc, they saw a 70% increase in new customers and a 2× boost in demos booked

For more details, check out our comparison pages:

Is the Storydoc collateral management software secure for enterprise use?

Yes, Storydoc is built with enterprise-grade security in mind. We use strong encryption to keep your data safe. The platform also supports SSO/SAML and advanced access controls, so only authorized team members can access your sales and marketing assets.

We are ISO 27001 certified, which means our information security practices meet internationally recognized standards for managing and protecting sensitive data.

All data is transmitted over encrypted connections and managed according to strict internal security protocols.

For more details, you can visit our Compliance & Security page.

How quickly can our team get up and running?

Most teams are creating automated collateral within 30 minutes of signing up. Our integrations take less than 5 minutes to set up.

If you're on an Enterprise plan, you’ll also get dedicated onboarding support, plus access to our studio design and deck makeover services.

Not on Enterprise? No problem. The AI collateral manager is intuitive, and you can easily get started on your own. If you need a hand, we offer plenty of step-by-step guides, including:

We also have many other guides tailored to specific use cases, so you can find exactly what you need.

You can also check out our sales collateral examples, marketing collateral examples, and real client presentations for inspiration.

Make all your documents with Storydoc

From getting your first check to landing your biggest client, create everything you need — pitch decks, proposals, sales docs, and more — all in one place.

 

 

Engaging decks. Made easy

Build one deck like this - and every PDF after will feel like a downgrade.

Join thousands of sales and marketing professionals creating collateral that actually gets results and closes deals faster.